Our mission is to build and become a trusted financial planning business that will be inclusive and accessible for all. Most importantly make a positive and meaningful impact on our client’s lives now and in the future.
This starts with providing a bespoke service focusing on on-going and lasting relationships.
You, like many, have things you wish to achieve personally and financially during your life. Whilst there may be some similarities with your goals, such as being able to retire comfortably, buying your first home, supporting your children through university, having life changing holidays, the details are often unique and personal to you.
Our promise at Sunnymead is to understand and focus on that detail and ultimately set out a clear financial plan, so you know what your hard work is leading to. Once you have a plan, we will ensure that through regular reviews and continuous monitoring that you stay on track to achieve your goals. If life changes as it often does, we will adapt your plan to meet your needs.
Over the past 18 years, I have worked for large high street banks, a specialist mortgage and wealth business and a long running family business, at each stage I have learnt new skills and developed as an Adviser.
It is this experience I now use to give a more personal and dedicated service to help you and your loved ones take the next steps to grow, maintain and protect what is most important to you.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 03/07/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.